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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,211 | $70,418-20.2% | $96,570-41.8% | $85,847-34.5% |
| Participation rate | 58.7% | 61.8%-3.1pp | 69.8%-11.2pp | 69.3%-10.7pp |
| Annual return | 13.79% | 18.59%-4.8pp | 37.79%-24.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $940 | $1,413-33.5% | $2,357-60.1% | $2,565-63.3% |
| Participant deferral / active EE | $2,637 | $2,894-8.9% | $3,849-31.5% | $3,952-33.3% |
| Admin fee / account holder | $2,521 | $4,995-49.5% | $6,182-59.2% | $6,261-59.7% |